Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory B Settineri is a financial advisor with Edward Jones. Gregory has been a registered representative for over 16 years and holds Series 6, 7, 63 and 66 licenses. Gregory has worked in various roles in the financial services industry, including with Bankers Life & Casualty Co and Bankers Life Securities. Currently, Gregory is licensed to conduct business in Alabama, California, Colorado, Florida, Georgia, Minnesota, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Gregory specializes in providing financial planning and portfolio management services to individuals, businesses, partnerships, charitable organizations, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
02/10/2023 - Present
Edward Jones (ATHENS GA)
SC
06/13/2016 - 10/05/2022
BANKERS LIFE SECURITIES, INC. (North Charleston SC)
NC
04/02/2007 - 05/29/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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